Troubleshooting missing data across multiple Salesforce dashboard components is challenging because each component operates independently with limited diagnostic information about why data might be missing.
You’ll discover how to get better visibility and diagnostic capabilities for identifying and resolving multi-report data issues.
Diagnose missing data with transparent import processes using Coefficient
Coefficient provides better visibility and troubleshooting capabilities for multi-report data issues than native Salesforce dashboards. The key advantage is transparent import processes that show exactly which fields and records are being imported from each report, with detailed error messaging when issues occur.
How to make it work
Step 1. Import reports with full visibility into the process.
Use Coefficient’s import methods to pull your Salesforce reports with complete transparency. The system shows exactly which fields and records are being imported, making it easy to identify what data is missing and why.
Step 2. Compare imported data with original Salesforce reports.
Create side-by-side comparisons between your imported data and the original Salesforce reports. This static snapshot approach lets you analyze discrepancies without the dynamic refresh issues that make native dashboard troubleshooting difficult.
Step 3. Use Custom SOQL Queries for deep data investigation.
When standard imports show missing data, use Custom SOQL Queries to investigate data discrepancies at the database level. This helps identify issues like permission restrictions, API limits, report filter conflicts, or record-level security settings.
Step 4. Analyze detailed error messaging and diagnostics.
Review Coefficient’s detailed error messages that explain exactly why imports fail or return unexpected results. Common issues include permission restrictions (Coefficient shows what data is accessible), API limits (with clear limit reporting), and filter conflicts (adjustable without modifying original reports).
Step 5. Track missing data patterns over time.
Use the Append New Data feature to track how missing data issues change over time. This historical view helps identify patterns in data availability and diagnose recurring issues that might not be apparent in single-point-in-time dashboard views.
Get the diagnostic visibility your dashboards need
Missing data doesn’t have to remain a mystery across your multi-report dashboards. Start getting the transparent diagnostic capabilities you need to identify and resolve data issues effectively.